36Kr Evening News | Apple's Chief Operating Officer Sabih Khan was spotted in Shenzhen; Elon Musk: The electric supercar Roadster may make its debut in late April; Huawei launched a new generation of AI data infrastructure for AI inference scenarios.
Large Companies:
Siemens and Rittal Reach a Strategic Partnership for Data Center Energy Infrastructure
Siemens and Rittal have established a strategic partnership to jointly develop future - oriented products and provide sustainable solutions for more efficient power distribution in data centers. (Caixin)
36Kr learned that Tencent Music released its unaudited financial results for the fourth quarter and the whole year ended December 31, 2025. Tencent Music's total revenue in the fourth quarter was 8.64 billion yuan, a year - on - year increase of 15.9%. The adjusted net profit was 2.58 billion yuan, a year - on - year increase of 7.6%. The annual total revenue was 32.9 billion yuan, a year - on - year increase of 15.8%. The adjusted net profit was 9.92 billion yuan, a year - on - year increase of 22.0%. The annual online music subscription revenue increased by 16.0% year - on - year to 17.66 billion yuan, and the annual non - subscription online music revenue increased by 39.2% year - on - year to 9.07 billion yuan. Meanwhile, Tencent Music announced that it would distribute an annual cash dividend of approximately $368 million (equivalent to about 2.576 billion yuan).
In response to the rising fuel prices, after raising the fuel surcharge on March 12, Hong Kong Airlines issued a notice today that it would raise the fuel surcharge again on the 18th. The fuel surcharge for flights from Hong Kong, China to the Chinese mainland remains unchanged at HK$190. The fuel surcharge for short - haul flights from Hong Kong, China to Asia will increase from HK$212 to HK$290. The fuel surcharge for long - haul flights to Europe, America, Africa, and the Middle East will increase from HK$739 to HK$1,164. Currently, China Eastern Airlines and China Southern Airlines have also issued notices to some agents, indicating that the fuel surcharges on international routes will be adjusted. If you need to book tickets, you can arrange it as soon as possible. (Yicai)
ByteDance's Planned First - Generation Doubao AI Glasses May Not Be Launched
According to media reports, it was learned from supply chain sources that the production plan of ByteDance's Doubao AI glasses project has been postponed as a whole, and the first - generation product originally planned to be launched is most likely not to be launched. Regarding the specific schedule adjustment, an informed source said that there will probably still be Doubao AI glasses in the future, as Qualcomm's AR1 chips have already been purchased. "However, the project may need to wait for a clearer industry inflection point - when the industry can come up with truly differentiated, market - convincing, and eye - catching products for users, the new - generation products will really be launched." The informed source said that the company's internal evaluation criteria for AI hardware products are very strict, especially in terms of "differentiation", with uncompromising requirements. This time, due to the lack of strong differentiation from products on the market, the entire production plan was postponed. (Caixin)
Mitsubishi Electric is in negotiations to accept Foxconn's investment in its automotive parts business. (Sina Finance)
SK Chairman: Will Strive to Stabilize Chip Prices and Consider Hynix's Listing in the US
Choi Tae - won, the chairman of South Korea's SK Group, said in an interview with reporters in San Jose, the United States on the 16th that the global shortage of memory chips may last until 2030. SK Hynix will do its best to stabilize prices and is considering issuing American Depositary Receipts (ADR). (Caixin)
36Kr learned that Beijing Junzheng said on the interactive platform that currently, the prices of DRAM chips, Flash chips, and some computing chips have been adjusted. Products with new DRAM processes have started to be sold, and it is expected that the company's performance will have good growth this year.
Nvidia Bets on the Next Trillion - Dollar Opportunity and Enters the AI Server System Market
Nvidia CEO Jensen Huang said that the inflection point of the AI inference market has arrived. AI has fully entered the inference and execution stage from the training stage, and the demand for inference computing power has exploded exponentially. Nvidia will cooperate with the startup company "Groq" that focuses on inference technology to launch an AI server system, thereby increasing its layout in the field of low - cost and low - latency inference computing to support the trillion - dollar computing power market. (CCTV Finance)
Investment and Financing:
36Kr learned that Zhongli Co., Ltd. announced that the company plans to cooperate with the Management Committee of Zhejiang Anji Economic Development Zone to invest in and build a new technology construction project with an annual output of 50,000 intelligent robots and 100,000 sets of forklift parts and components in the Liangshan High - tech Industrial Park under the Anji Economic Development Zone in Huzhou City, Zhejiang Province. The total planned investment of the project is 350 million yuan.
Huawei Launches a New - Generation AI Data Infrastructure for AI Inference Scenarios
At the Huawei Data Storage 2026 Spring Press Conference held on the afternoon of March 17, Huawei launched a new AI data infrastructure for AI inference scenarios, including an AI data platform for central training and inference scenarios and a FusionCube A1000 hyper - converged all - in - one machine for branch edge inference scenarios. The aim is to upgrade the AI inference experience, accelerate inference efficiency, significantly lower the threshold for inference deployment, and accelerate the positive business cycle of AI. It is reported that the AI data platform includes the capabilities of a knowledge base, KV Cache acceleration, and a memory bank, and the three can be unifiedly managed and scheduled through UCM technology, increasing the accuracy of Agent inference by 30%. The FusionCube A1000 hyper - converged all - in - one machine supports full - stack deployment of general computing and intelligent computing, is compatible with mainstream intelligent agents and large models, shortens the AI application launch cycle by 80%, and increases computing power utilization by 30%. (Securities Times)
On March 17, it was reported that the Trump administration is considering a new strategy to curb the offshore wind power industry in the United States. Senior US government officials are drafting an agreement to pay TotalEnergies nearly $1 billion. According to the proposed settlement terms, the US Department of the Interior will cancel two wind farm projects off the coasts of New York State and North Carolina that are being developed by TotalEnergies. (Jiemian)
New Products:
Elon Musk: The Electric Supercar Roadster May Debut in Late April
Elon Musk posted on March 17 that the electric supercar Roadster may debut in late April. (Jiemian)
Qiyu Innovation Showcases at NVIDIA GTC 2026
36Kr learned that recently, the spatial intelligence company Qiyu Innovation showcased at the main venue of NVIDIA GTC 2026 and demonstrated the application of its spatial intelligence solution in the embodied intelligence simulation training at the NVIDIA Robotics and AWS booths. This solution has been applied in dozens of mainstream robot companies around the world.
36Kr learned that ima has launched ima skills, which support functions such as "Lobster" operating ima notes and knowledge bases. It has been fully adapted to multiple Claw - type products such as OpenClaw, WorkBuddy, and QClaw. You can enter through the "Claw Configuration" in ima and call it with simple configuration. The note skill was launched in the first phase, supporting "Lobster" to query, read, and write content in the note module. The knowledge base skill will also be launched in the near future.
QQ Browser Launches Excel Assistant and AI PPT
36Kr learned that on March 17, QQ Browser announced the launch of two Agents, "Excel Assistant" and "AI PPT", on its PC version. Focusing on the scenarios of users viewing and editing documents in the browser, the two Agents respectively enhance the data analysis and PPT generation capabilities. Users can directly evoke the corresponding assistants when previewing documents in the browser or use them through the "AI + Small Window".
Today's Views:
On March 17, Tesla CEO Elon Musk publicly stated on the X platform that if he wins the lawsuit against OpenAI, all the legal gains obtained from it will be donated to charities, and he will not obtain any personal benefits. Previously, Musk had sued OpenAI and Microsoft and filed a claim of up to $134 billion. The case has now entered the intense pre - trial game stage. (The Paper)
On March 17, JPMorgan Chase announced the appointment of Liu Bowei as Vice Chairman of the Asia - Pacific Investment Banking Division and Zhang Yi as Co - Head of the China Investment Banking Division. Liu Bowei was a member of the Listing Committee of the Hong Kong Stock Exchange and played a key role in many major IPO projects of Chinese enterprises. Zhang Yi has more than 20 years of investment banking experience. Before joining JPMorgan Chase, he worked at Goldman Sachs. (Securities Times)
Other Noteworthy News:
Apple's Chief Operating Officer Sabih Khan Appears in Shenzhen
Today, Apple's Chief Operating Officer Sabih Khan and other executives appeared in Shenzhen. In the morning, they visited Apple's Application Research Laboratory in the Futian Free Trade Zone, Shenzhen. This laboratory was put into operation in 2024 and is Apple's latest application research laboratory in China. This laboratory is adjacent to Apple's important production and assembly bases in China and can maintain close cooperation with nearly 200 surrounding supplier partners. The transfer speed of samples between suppliers and the Shenzhen Application Research Laboratory can be shortened to one day at the fastest. It is reported that Apple executives will also visit several supply chain manufacturers in Shenzhen next. This is also the first visit to China by Apple executives in 2026. (21st Century Business Herald)